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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,792 | $201,264-9.7% | $184,185-1.3% | $145,978+24.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.84% | 29.00%+1.8pp | 28.81%+2.0pp | 550.52%-519.7pp |
| Employer contribution / active EE | $6,322 | $7,021-10.0% | $6,426-1.6% | $4,662+35.6% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |